Slide 1: Jenoptik – Enabling Sustainability
Jenoptik – Enabling Sustainability ESG Investor Presentation I March 2026
Slide 2: Jenoptik at a glance – a leading globally operating photonics group
Jenoptik at a glance – a leading globally operating photonics group Our Mission The leading light in the 1991 Year of foundation application of photonics >80 Represented in countries <4,500 Employees worldwide 1 1.1bn Market capitalization in euros 1.05 billion euros revenue Semiconductor & Metrolog
Slide 3: Jenoptik’s ESG strategy: Enabling sustainability through innovative photonics solutions
Jenoptik’s ESG strategy: Enabling sustainability through innovative photonics solutions Innovation and responsibility as core of Jenoptik‘s sustainability strategy. We enable our customers to contribute to greater resource conservation and climate protection more efficiently and sustainably. Photoni
Slide 4: Continued focus on sustainability: new targets
Continued focus on sustainability: new targets Jenoptik‘s Selected theme KPI 2025 Target 2030 Partnership sustainability ratings for the goals Share of green 96.8 % 100 % electricity Environment CO2 reduction 59 % > 70 % Diversity rate 31 % > 33 % 09/2025 AA Rating - Top 17 percent ranked in global
Slide 5: Environmental: From ambition to action – our journey to net zero
Environmental: From ambition to action – our journey to net zero Focus on GHG emissions: Implementation at operational level avoidance & reduction Quarterly report & review 84,5 MWh) per 1 million euros Energy consumption (in 70,4 67,6 63,3 69,1 61,4 group revenue Conversion Vehicles with Energy- of
Slide 6: Social: Being the employer of choice
Social: Being the employer of choice Fairness, respect Implementation at operational level & opportunity as Quarterly report & review foundation of success Flexible & Mobile Training & Skill Working development Attractiveness Equal treatment Health & Safety as an employer & opportunities Our Strateg
Slide 7: Governance for the long-term
Governance for the long-term: Our commitment to responsible conduct and sustainability Responsible corporate Implementation at operational level governance as Quarterly report & review key success factor Corporate culture, Sustainable Anti-Corruption open driving confident Compliance and Supply Chai
Slide 8: Jenoptik as “enabler”
Jenoptik as “enabler”: We empower our customers to contribute to greater resource conservation and climate protection more efficiently and sustainably Optical systems for semiconductor Virtual Reality - Enabling equipment, information and data innovative prototypes: AR/VR transmission enable efficie
Slide 9: ESG memberships and ratings
ESG memberships and ratings Memberships and initiatives 2024 – increase to 86 index points Employer initiative to promote diversity Ensuring freedom of association and Jenoptik contribution to selected SDGs above average signed in August 2022 collective bargaining 11/2021 Accession to the UN Global
Slide 10: Financial overview
Financial overview
Slide 11: Order intake below prior year, demand in semi equipment industry stabilized in H2
Order intake below prior year, demand in semi equipment industry stabilized in H2 Order intake in MEUR In million euros 2025 2024 Change in % 1200 3.4 % 1,027.7 Semiconductor & Advanced Manufacturing 404.0 453.6 10.9 992.8 Biophotonics 250.2 209.6 19.3 245.8 215.6 900 Q4 Metrology & Production Sol
Slide 12: Partly challenging market environment influenced revenue development
Partly challenging market environment influenced revenue development Revenue in MEUR In million euros 2025 2024 Change in % 1200 6.3 % 1,115.8 Semiconductor & Advanced Manufacturing 434.4 491.8 11.7 1,046.0 300.7 Biophotonics 245.4 222.2 10.4 292.8 900 Metrology & Production Solutions 206.7 222.2
Slide 13: Revenue increase in the Americas
Revenue increase in the Americas Revenue by region 2025 Revenue by region in million euros 2024 Europe 5% 309.8 7.1 % (without 24% Germany) 333.4 17% 254.5 Germany 20.1 % 318.3 253.7 Americas +4.1 % 243.8 24% 175.7 30% Asia / Pacific 4.1 % 183.2 Middle East / 52,3 Africa +40.8 % 37.1 Middle East
Slide 14: Lower revenue, product mix effects and expenses impacted profitability
Lower revenue, product mix effects and expenses for cost reduction measures impacted profitability EBITDA in MEUR EBITDA million euros EBITDA margin in % 250 13.1 % 2025 2024 2025 2024 221.5 61.0 Semiconductor & Advanced 200 192.5 Manufacturing 114.2 139.9 25.7 27.9 60.7 Biophotonics 52.2 29.5 21.
Slide 15: Strict cost management could not fully compensate revenue decline
Strict cost management could not fully compensate revenue decline In million euros 2025 2024 Change in % Gross margin influenced in particular by lower contribution of Semiconductor & Advanced Revenue 1,046.0 1,115.8 6.3 Manufacturing Gross margin 32.1 % 33.4 % Functional cost ratio amounted to
Slide 16: Return to profitable growth expected
Return to profitable growth expected Semiconductor & Advanced Manufacturing Targets 2026 Revenue increase in single-digit percentage range (2025: 1,046.0 million euros) Biophotonics EBITDA margin between 19.0 and 21.0 percent (2025: 18.4 %) Investments slightly below prior year (2025: 77.4 mil
Slide 17: Appendix
Appendix
Slide 18: Environmental insights 2025
Environmental insights 2025 Jenoptik ESG Investor Presentation
Slide 19: Jenoptik’s photonic contribution to the SDGs
Jenoptik’s photonic contribution to the SDGs Responsible Good health Industry innovation Sustainable cities consumption and and well-being and infrastructure and communities production Biophotonics: Optical systems for Traffic safety: Metrology systems Lasers for Semiconductor Stationary and s
Slide 20: Jenoptik’s photonic contribution to the SDGs and sustainability targets
Jenoptik’s photonic contribution to the SDGs and sustainability targets Quality Gender Decent Work and Industry Innovation Climate Partnership Education Equality Economic Growth and Infrastructure Action for the goals 2.7 million euros Diversity is reflected in Decent working Increasing R+D Commitme